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The Financial Plan Guessing Game
Sometimes we assume the worst or make a guess so we don’t have to find out the truth when it comes to our finances. What guesses have you been making? ... Read more
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In Podcast
Is your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s episode.
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In Podcast
Missing baseball season already? Get your fix as Sean talks about the similarities between baseball and financial planning.
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In Podcast
Touchdown! We’re taking a short break from Sean’s love of baseball to talk football analogies and how it relates to retirement.
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Using baseball analogies, Sean Lee *walks* you through some of the most common retirement pitfalls and how you can avoid them as you round the bases of life.
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